Tony J. Lee spoke at the Association of Asian American Investment Managers National Conference

September 2017

Tony J. Lee, Senior Vice President and Portfolio Manager, spoke at the Association of Asian American Investment Managers (AAAIM) National Conference, which was held September 6-7 in New York, NY.


Mona Williams spoke at NASP Pension and Financial Services Conference

June 2017

Mona Williams, Executive Vice President, spoke at the NASP Pension and Financial Services Conference, "Positive Disruptions: Leveraging New Drivers of Economic Growth", which was held on June 26-28 in Los Angeles, CA.


Andrew Finver spoke at Cowen Prime Services and EisnerAmper Town Hall Investor Panel

June 2017

Andrew Finver, Director of Hedge Fund Research, spoke as part of the panel discussion at Cowen Prime Services and EisnerAmper Town Hall Investor Panel on June 27 in San Francisco, CA. Topics covered include: 
- Current capital raising environment; 
- Desired strategies and opportunities for 2017; 
- How are hedge fund allocations viewed relative to overall portfolio; 
- What not to do in a due diligence meeting and how to best structure marketing materials; 
- How important are fees and operational infrastructure for an emerging manager; 
- How is a hedge fund evaluated from a qualitative & quantitative perspective.


Jose Balagot spoke at New America Alliance Roundtable

May 2017

Jose Balagot, Deputy Chief Investment Officer, spoke at the New America Alliance Roundtable on May 18 in Austin, TX.


Thurman White spoke at CalPERS and CalSTRS 2017 Diversity Forum

May 2017

Thurman V. White, Jr., President and CEO, spoke at the CalPERS and CalSTRS 2017 Diversity Forum on May 10 in Sacramento, CA.


Thurman White spoke at National Action Network Convention

April 2017

Thurman V. White, Jr., President and CEO, spoke on pension diversity funds at the National Action Network Convention, which was held April 26-29 in New York, NY.


Andrew Finver spoke at 100 Women in Finance Conference

April 2017

Andrew Finver, Director of Hedge Fund Research, spoke at the 100 Women in Finance Fourth Annual West Coast Investor - Female Owned or Led Manager Conference, "Capitalizing on Diversity and Returns: Investing With Women Managers", on April 20 in San Francisco, CA.


Andrew Finver spoke at Talking Hedge Event

March 2017

Andrew Finver, Director of Hedge Fund Research, spoke at the Talking Hedge event "Diversity: What No One is Talking About—Yet" on March 30 in Chicago, IL.


Andrew Finver spoke at CastleOak Lunch Forum

March 2017

Andrew Finver, Director of Hedge Fund Research, spoke at the CastleOak Lunch Forum, which was held on March 16 in New York, NY. Andrew contributed to the panel discussion sharing his thoughts and opinions on the headwinds facing investment managers, the challenges of raising assets in the changing regulatory and political environment, and the importance of delivering sustainable returns over the long-term horizon.


Thurman White spoke at Beyond Bias Summit

March 2017

Thurman V. White, Jr., President and CEO, spoke as part of the CEO panel at the Beyond Bias Summit: A National Conversation on Workplace Inclusion and Innovation, which was held March 2-3 in Stanford, CA.